Form - Create from Excel - Revision history

Philip Lacey at 08:02, 15 July 2015

2015-07-15T08:02:40Z

Philip Lacey at 00:06, 10 December 2014

2014-12-10T00:06:35Z

Philip Lacey at 17:38, 9 December 2014

2014-12-09T17:38:20Z

Philip Lacey at 17:34, 9 December 2014

2014-12-09T17:34:38Z

Philip Lacey: Created page with "= Overview = Business Express (BeX) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who a..."

2014-12-09T17:31:26Z

Created page with "= Overview = Business Express (BeX) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who a..."

New page

= Overview =

bxp software (bxp) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who aren't 100% sure of how the system works on first use. To make life easier we have provided a very simple system of building forms using an Microsoft Excel spreadsheet.

= Sample Data =

To start the process we will need some data to load. Contacts or people you want to contact will end up in an Excel spreadsheet.

A good free sample is available from http://www.briandunning.com/sample-data/ We're going to use the free 500 UK records to demonstrate with.

# Download the zip file.
# Open it up. Inside is a CSV file.
# Open the CSV up and then in Excel use File > Save As.
# Change the Save as type to be "Excel 97-2003 Workbook (*.xls) and save the file to your desktop.

[[File:Crm_outbound_001.png]]

= Construct the form =

Now we need a form in bxp in order to manage this data. A form is the container which holds all of your campaign data.

''Log into bxp > Main Menu > Form Management > Form - Primary Management > Form - Create from Excel Spreadsheet > ''

You'll then be asked to locate the Excel contact list. Find the file and then click the "Upload File" button.

[[File:Crm_outbound_002.png]]

When the file has successfully uploaded click "Create Data From Excel File"

[[File:Crm_outbound_003.png]]

You will then be given a set of options.

[[File:Crm_outbound_004.png]]

Choose the top option "Click here to edit this new form"

[[File:Crm_outbound_005.png]]

From the left click "Review the build" and your new form will present itself.

[[File:Crm_outbound_006.png]]

You can navigate through the data using the handy "Move Next Record" bar at the top. Click "Move First" and the records will display.

[[File:Crm_outbound_007.png]]

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−	Alternately you can download the file directly to your desktop from here ~~http~~:~~//www.allnone.ie/presentations/uk~~-~~500~~.~~xls~~	+	Alternately you can download the file directly to your desktop from here [[File:Uk-100.xlsx]]

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		+	Alternately you can download the file directly to your desktop from here http://www.allnone.ie/presentations/uk-500.xls

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